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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $79,027 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Bank Trustee | $64,726 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,221 | $33,745+72.5% | $64,105-9.2% | $55,191+5.5% |
| Participation rate | 49.8% | 59.4%-9.5pp | 68.2%-18.3pp | 69.2%-19.3pp |
| Annual return | 0.57% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $334 | $641-47.8% | $1,820-81.6% | $1,899-82.4% |
| Participant deferral / active EE | $2,996 | $1,929+55.3% | $2,822+6.2% | $3,046-1.7% |
| Admin fee / account holder | $720 | $94+663.6% | $4,499-84.0% | $91+693.5% |